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Invesco Preferred ETF

470 hedge funds and large institutions have $2.1B invested in Invesco Preferred ETF in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
470
Holders Change
+6
Holders Change %
+1.29%
% of All Funds
7.41%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
54
Increased
172
Reduced
158
Closed
41
Calls
$475K
Puts
$784K
Net Calls
-$309K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Shares
Change %
PA
251
Pinnacle Associates
New York
$269K -$10.7K -943 -4%
AA
252
AlphaQ Advisors
Florida
$269K +$1.55K +136 +0.6%
CA
253
Crewe Advisors
Utah
$268K -$131K -11,513 -33%
KPWS
254
Kestra Private Wealth Services
Texas
$265K +$32.2K +2,834 +14%
WAM
255
Worth Asset Management
Texas
$263K -$168K -14,784 -39%
FNBT
256
FineMark National Bank & Trust
Florida
$260K +$260K +22,859 New
AL
257
ACAS LLC
California
$260K -$23K -2,021 -8%
ACA
258
Aptus Capital Advisors
Alabama
$257K +$92.3K +8,114 +56%
US Bancorp
259
US Bancorp
Minnesota
$257K +$5.2K +457 +2%
MA
260
MKT Advisors
California
$252K -$6.4K -566 -2%
TI
261
Trexquant Investment
Connecticut
$251K +$251K +22,050 New
CW
262
CreativeOne Wealth
Kansas
$248K -$31K -2,735 -11%
PFT
263
Providence First Trust
Arizona
$248K +$62.5K +5,500 +34%
BOPW
264
Brandywine Oak Private Wealth
Pennsylvania
$248K
KWA
265
Kingswood Wealth Advisors
California
$247K +$247K +21,700 New
NFSG
266
Newbridge Financial Services Group
Florida
$244K -$10.9K -958 -4%
MWM
267
Modera Wealth Management
New Jersey
$238K +$238K +20,925 New
APWA
268
Atlas Private Wealth Advisors
New Jersey
$237K +$68.1K +5,988 +40%
MP
269
McDonald Partners
Ohio
$237K -$373K -32,830 -61%
SS
270
Simplicity Solutions
Minnesota
$235K -$404K -35,503 -63%
BFG
271
Bleakley Financial Group
New Jersey
$235K +$36.6K +3,220 +18%
IWM
272
IHT Wealth Management
Illinois
$234K +$69.1K +6,080 +42%
CSPIA
273
Cary Street Partners Investment Advisory
Virginia
$231K -$225K -19,749 -49%
WIM
274
WealthPlan Investment Management
Nebraska
$226K -$431K -37,944 -66%
EW
275
Evoke Wealth
California
$226K